Please ensure Javascript is enabled for purposes of website accessibility

Carcy Cavanaugh

Carcy Cavanaugh is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.

Carcy has more than six years of experience with most recent being Administrative Assistant at Worth Advisors. She joined LPL in 2023 to apply her experience working with advisors in the Admin Solutions Program. Carcy has received a Bachelor’s in Business Administration, Marketing from University of North Carolina at Charlotte and a Bachelors in Exercise Science, Allied Medical from Brevard College. She is Life, Health, and Long-term Care Insurance Licensed.

Carcy grew up in the Charlotte, NC area. She is heavily involved in animal rescue and welfare. Carcy is currently foster parent with Forgotten, Now Family Rescue. She enjoys hanging out at a brewery for trivia, music, bingo, or on the weekends at a dog adoption event.

Carcy joined the ACH Investment Group team in March 2024 and is here to provide our office, and our clients, with a full range of administrative support

Carcy Cavanaugh is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.

Carcy has more than six years of experience with most recent being Administrative Assistant at Worth Advisors. She joined LPL in 2023 to apply her experience working with advisors in the Admin Solutions Program. Carcy has received a Bachelor’s in Business Administration, Marketing from University of North Carolina at Charlotte and a Bachelors in Exercise Science, Allied Medical from Brevard College. She is Life, Health, and Long-term Care Insurance Licensed.

Carcy grew up in the Charlotte, NC area. She is heavily involved in animal rescue and welfare. Carcy is currently foster parent with Forgotten, Now Family Rescue. She enjoys hanging out at a brewery for trivia, music, bingo, or on the weekends at a dog adoption event.

Carcy joined the ACH Investment Group team in March 2024 and is here to provide our office, and our clients, with a full range of administrative support

MARKET INDICES

HAVE A QUESTION?

Clients, please do not use this form to send us trading instructions or account changes. Please call our office to review trading or personal information.

LATEST BLOG POST

Read and View the LPL Research Midyear Outlook 2021: Picking Up Speed